Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Carnelian Capital - Contra Portfolio Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.79%
2.00%
6 Months
10.53%
4.51%
1 Year
15.92%
15.12%
3 Years
22.93%
22.90%
5 Years
18.33%
—
Since Inception
17.15%
24.96%
Fund Age
16 yrs 10 mo
4 yrs 7 mo
AUM
₹767.31 Cr
₹136 Cr
Alpha – 1 Year
11.20%
10.40%
Alpha – 3 Years
10.84%
10.82%
Information Ratio – 3 Years
1.21
1.17
Volatility – 1 Year
20.11%
19.24%
Volatility – 3 Years
18.00%
20.81%
Beta – 1 Year
1.06
1.07
Beta – 3 Years
1.03
1.25
Sharpe Ratio – 1 Year
0.57
0.55
Sharpe Ratio – 3 Years
0.95
0.85
Worst Rolling Year
-14.86%
21.90%
Value at Worst Rolling Year
₹0.85 Cr
₹1.22 Cr
Deepest Drawdown
−20.27%
−25.24%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
31.91%
5-Year Rolling Windows Positive
97.90%
—
Market-Cap Mix
L 23% · M 38% · S 34%
L 53% · M 22% · S 20%
Number of Stocks
41
18
Portfolio P/E
36.67
27.00
Top 5 Holdings
BSE Ltd · 9.00%
Federal Bank Ltd · 5.53%
Lumax Industries Ltd · 5.48%
Persistent Systems Ltd · 5.29%
Cash & Cash Equivalent · 4.72%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%